Meta Platforms Inc. Chief AI Officer Alexandr Wang said the company’s future artificial intelligence models will differentiate themselves from competitors through their consumer health capabilities. “Health is an area that we view as really critical as we scale these models out to billions,” Wang, who has helmed Meta’s artificial-intelligence strategy for the last year, said Thursday at the Bloomb...
Meta Platforms Inc. Chief AI Officer Alexandr Wang said the company’s future artificial intelligence models will differentiate themselves from competitors through their consumer health capabilities. “Health is an area that we view as really critical as we scale these models out to billions,” Wang, who has helmed Meta’s artificial-intelligence strategy for the last year, said Thursday at the Bloomberg Tech conference in San Francisco. The 29-year-old founder of data-labeling startup Scale AI joined Meta after Chief Executive Officer Mark Zuckerberg overhauled his company’s AI efforts, including through a $14 billion investment in Scale that was widely viewed as a bid to recruit Wang. Since then, Wang has run Meta Superintelligence Labs, or MSL. The team, formed after he joined Meta, is beginning to show early results. In April, MSL debuted its first AI model since Zuckerberg embarked on the multibillion-dollar AI overhaul. Known as Muse Spark, it outperformed Meta’s previous AI. Read More: Meta Debuts First AI Model From New Superintelligence Group Wang conceded that Muse Spark is “not at the tier of the leading frontier models,” such as Anthropic PBC ’s Claude and OpenAI ’s ChatGPT, but that it was “better, frankly, than we expected internally.” He anticipates future models to be increasingly competitive. Health capabilities, Wang said, were one of Muse Spark’s greatest strengths. As he and his team continue to develop larger models, health will continue to be a focus — as could its integration into the company’s consumer-facing apps, including Instagram, Facebook and WhatsApp. As AI companies compete to build chatbots that resonate with consumers, health has emerged as one of the most closely watched business opportunities. Users are turning to ChatGPT, Claude and other top models in hopes of obtaining diagnoses, fitness tips and nutritional advice, and even mental health support — a phenomenon that has raised concerns about patient safety and privacy. Wang said th...
SusanneB/E+ via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to Leon Cooperman’s 13F stock portfolio on a quarterly basis. It is based on his regulatory 13F Form filed on 05/15/2026. The 13F portfolio value increased from ~$3.01B to ~$3.05B this quarter. Recent 13F reports have shown a total of around 45 individual stock positions in the portf...
SusanneB/E+ via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to Leon Cooperman’s 13F stock portfolio on a quarterly basis. It is based on his regulatory 13F Form filed on 05/15/2026. The 13F portfolio value increased from ~$3.01B to ~$3.05B this quarter. Recent 13F reports have shown a total of around 45 individual stock positions in the portfolio, although many of which are minutely small. The largest five stakes are Vertiv Holdings, Rocket Companies, Energy Transfer, Mirion Technologies, and Pelagos Insurance (previously Fidelis Insurance). They add up to ~46% of the entire portfolio. Please visit our Tracking Leon Cooperman’s Omega Advisors Portfolio series to get an idea of their investment philosophy and our last update for the activity last quarter. New Stakes: Capital One Financial ( COF ): COF is 2.21% of the portfolio position established this quarter at prices between ~$175 and ~$260. The stock currently trades near the low end of that range at ~$183. Amazon.com ( AMZN ): The 1.16% AMZN stake was purchased this quarter at prices between ~$196 and ~$249. The stock is now just above that range at ~$254. Stake Disposals: Regal Rexnord Corp ( RRX ): RRX was a 3.21% of the portfolio position purchased during Q4 2022 at prices between ~$115 and ~$151. There was a ~25% selling during Q4 2024 at prices between ~$153 and ~$182. Q1 2025 saw a ~36% stake increase at prices between ~$111 and ~$168. The disposal this quarter was at prices between ~$141 and ~$229. The stock is now at ~$214. Occidental Petroleum ( OXY ): The ~1% OXY stake saw the position more than double during the last quarter at prices between ~$39 and ~$48. The stake was sold this quarter at prices between ~$40 and ~$67.50. The stock currently trades at $58.67. Stake Increases: Pelagos Insurance ( PLGO ) previously Fidelis Insurance (FIHL) : PLGO is ~5% of the portfolio stake established during 2023 in the low-teens price range. The three quarter...
Broadcom CEO Hock Tan discusses the "leap of faith" the company took when starting its work with Anthropic on chips a year ago, describing it as a "great bet." (Source: Bloomberg)
Broadcom CEO Hock Tan discusses the "leap of faith" the company took when starting its work with Anthropic on chips a year ago, describing it as a "great bet." (Source: Bloomberg)
In this article SPGI .SPX .NDX Follow your favorite stocks CREATE FREE ACCOUNT SpaceX signage outside the Space Exploration Technologies Corp. facility in Hawthorne, California, on June 3, 2026. Michael Yanow | Nurphoto | Getty Images S&P Global said on Thursday it was not changing the requirements for entry into its major indices, dealing a setback to Elon Musk's SpaceX by effectively ruling out ...
In this article SPGI .SPX .NDX Follow your favorite stocks CREATE FREE ACCOUNT SpaceX signage outside the Space Exploration Technologies Corp. facility in Hawthorne, California, on June 3, 2026. Michael Yanow | Nurphoto | Getty Images S&P Global said on Thursday it was not changing the requirements for entry into its major indices, dealing a setback to Elon Musk's SpaceX by effectively ruling out a swift entry for the world's biggest-ever IPO into the benchmark S&P 500 index . Musk has rewritten the IPO playbook for SpaceX in many ways from planning to give retail investors a bigger role in allocations to pushing for early index inclusion, and structuring governance to preserve strong founder control. The company is raising $75 billion and targeting a $1.75 trillion valuation that would place it among the top 10 most valuable U.S.-listed firms, even as only a fraction of its shares are available for trading. But S&P said "exceptions to the financial viability, seasoning, and IWF (investable weight factor) requirements should not be granted solely based on market capitalization". To be included in the S&P 500, a company must be profitable under Generally Accepted Accounting Principles in its most recent quarter as well as for the sum of its most recent four quarters, according to one of the rules S&P left unchanged. SpaceX posted a net loss of $4.94 billion in 2025, even as revenue rose 33% to $18.67 billion. Investor consultations S&P had consulted with investors about shortening the time a megacap company must be publicly listed before joining its indexes, waiving minimum float requirements and removing its profitability requirement. The S&P 500 is Wall Street's most widely followed benchmark. Passive S&P 500 index funds with trillions of dollars in assets would have been forced to buy up SpaceX shares had rules been changed to admit it to the index. "It speaks highly of the credibility of S&P Dow Jones Indices to be rules-based and make sure there's profitability...
一家估值接近万亿美元、正冲刺IPO的AI公司，突然公开呼吁全球暂停AI开发。 6月4日，Anthropic在官方博客发布了一篇题为《当AI构建自身》（ When AI Builds Itself ）的长文。文章由公司联合创始人Jack Clark和内部研究机构负责人Marina Favaro联合署名，首次罕见对外披露了一批此前从未公开的内部运营数据。 这些数据显示，AI正在以惊人速度加速AI自身的...
Earnings Call Insights: Rubrik (RBRK) Q1 fiscal 2027 Management View "We are off to a strong start to fiscal 2027 with a record Q1... subscription ARR reached $1.57 billion, growing 32% year-over-year" and "we have raised our top line guidance for the rest of the year" as "Mythos is driving more customer conversations around cyber resilience and recovery" (Co-Founder, CEO & Chairman Bipul Sinha). ...
Earnings Call Insights: Rubrik (RBRK) Q1 fiscal 2027 Management View "We are off to a strong start to fiscal 2027 with a record Q1... subscription ARR reached $1.57 billion, growing 32% year-over-year" and "we have raised our top line guidance for the rest of the year" as "Mythos is driving more customer conversations around cyber resilience and recovery" (Co-Founder, CEO & Chairman Bipul Sinha). "Our identity solutions continue to gain momentum" and "our Identity business grew 38% in sequentially quarter-over-quarter to reach over 50 million in subscription ARR in Q1" (CEO Sinha). "In just one quarter of selling, we are already seeing early POCs convert to production deployments" for Rubrik Agent Cloud, and Rubrik "recently joined Anthropic's Project Glasswing and received early access to the Claude Mythos research preview" (CEO Sinha). "We had a strong Q1, exceeding all of our guided metrics... and are raising our outlook for the year" and "we ended the first quarter in a strong cash position with $1.7 billion... and $1.1 billion in convertible debt" (Chief Financial Officer Kiran Choudary). Outlook "For the full year fiscal 2027, we expect subscription ARR in the range of $1.854 billion to $1.862 billion" and "total revenue... $1.638 billion to $1.648 billion" (CFO Choudary). "We expect non-GAAP EPS of $0.25 to $0.35" and "free cash flow of $293 million to $303 million" for FY2027 (CFO Choudary). "In Q2, we expect revenue of $395 million to $397 million" and "non-GAAP EPS of $0.03 to $0.05" (CFO Choudary). The provided analysts estimates data was not used because the estimates JSON did not supply fiscal quarters in the required Q1/Q2/Q3/Q4 format. Financial Results "Subscription revenue was $374 million, up 41%. Total revenue was $387 million, up 39%" and "we added $103 million in net new subscription ARR, a record for Q1" (CFO Choudary). "Continued adoption of Rubrik Security Cloud resulted in $1.39 billion of cloud ARR up 43%... cloud ARR now representing 89% o...